J. Goldman & Co’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

J. Goldman & Co’s Portfolio SUNL Stock Details SUNL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,500	Closed	-$143K	–	485
2021 Q4	$143K	Buy	+1,500	New	+$144K	0.01%	316

Other funds holding SUNL

ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return

ACA

Arena Capital Advisors Los Angeles, California $208M AUM 11.42% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TAM

Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

J. Goldman & Co's SUNL Position: Q4 2022 in Review

J. Goldman & Co sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q4 2022, closing a stake of 3,750 shares — an estimated $104K sold.

J. Goldman & Co first reported a position in SUNL in Q1 2021 and held it in 3 quarters. The position peaked at $7.93M in Q1 2021. 70 funds tracked by Wall St. Rank hold SUNL as of Q4 2022.

J. Goldman & Co reported no remaining Sunlight Financial Holdings, Inc. position as of Q4 2022 after selling out during the quarter.
J. Goldman & Co sold 3,750 Sunlight Financial Holdings, Inc. shares in Q4 2022, an estimated $104K.
J. Goldman & Co first reported a position in Sunlight Financial Holdings, Inc. in Q1 2021 and held it in 3 quarters.
J. Goldman & Co's Sunlight Financial Holdings, Inc. position peaked at $7.93M in Q1 2021.
70 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q4 2022.

Based on J. Goldman & Co's 13F filing for Q4 2022, filed 14 Feb 2023.